CGOAX Mutual Fund

CGOAX Mutual Fund

NAV$32.57
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Returns Overview

1 Month
-4.00%
3 Months
-12.79%
6 Months
+18.12%
YTD
+11.14%
1 Year
+18.36%
3 Years (annualized)
+21.72%
5 Years (annualized)
+4.66%
10 Years (annualized)
+15.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGOAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+11.14%
Peer Avg (YTD)
+10.34%
vs Peers
+0.79%

CGOAX Mutual Fund Performance

CGOAX performance across multiple time periods: 1-month -4.00%, YTD 11.14%, 1-year 18.36%, 3-year 21.72%, 5-year 4.66%, 10-year 15.78%.

CGOAX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

CGOAX vs another fund shows side-by-side returns. CGOAX alternatives are available in the Mutual Fund Screener.